Financial spreadsheet templates

Monthly Budget Template

Plan a full month with budgeted vs. actual amounts for income and every expense category — differences and your bottom line compute automatically.

Annual Budget Template

A full-year grid: every category across twelve months with per-month totals, per-category annual totals, and a grand total — all SUM formulas.

Expense Tracker Template

Log every transaction with type and category; income, expenses, and net totals update automatically with SUMIF formulas as you type.

Income Tracker Template

Track every income stream — salary, freelance, interest — with per-source subtotals and a monthly total computed by SUMIF formulas.

Household Budget Template

Combine incomes from every earner and set them against shared household expenses — combined totals and the household bottom line compute automatically.

Debt Payoff Template

List every debt with balance, APR, and minimum payment — totals, monthly interest per debt, and your blended APR compute automatically.

Savings Tracker Template

Track multiple savings goals with target, saved-so-far, remaining dollars, and percent complete — all computed by formulas as you update deposits.

Bill Payment Checklist

A monthly bill checklist with due days, autopay flags, and a running total — copy the sheet for each month and never miss a due date again.

Subscription Tracker Template

See the true cost of every subscription: monthly and annual equivalents are computed from what each service actually charges.

Net Worth Tracker

Assets minus liabilities, tracked over time — list what you own and owe, and the sheet computes subtotals, net worth, and the change since last period.